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Date

Attendees

 Present?

Name

Organization

Present?

Name

Organization


Arthur AguileraUniversity of Colorado, BoulderxEliana LimaFenway Library Organization
xSharon BeltaineCornell University
Eric LuhrsLehigh University

Erin BlockUniversity of Colorado, BoulderxLinda MillerCornell University

Nancy BolducCornell University
Nassib NassarIndex Data

Shannon BurkeTexas A&M
Elena O'MalleyEmerson
xSuzette CanedaStanford University
Tod OlsonUniversity of Chicago

Lloyd ChittendenMarmotxJean PajerekCornell University

Tim DannayMount Holyoke College
Michael PatrickThe University of Alabama

Axel DoerrerUniversity Mainz
Eric PenningtonTexas A&M


Shelley DoljackStanford UniversityxScott PerryUniversity of Chicago

Stefan DombekLeipzig University
Natalya PikulikCornell University

Jennifer EustisU. Massachusetts Amherst / Five College
Vandana ShahCornell University

Lynne ForsWellesley CollegexLinnea ShiehStanford University



xBob ScheierHoly Cross
   Lisa FurubottenTexas A&M
Clare SpitzerStanford University

Alissa HafeleStanford University
Amelia SuttonU. Massachusetts

Kara HartWellesley College
Simona TabacaruTexas A&M
xJamie JesanisWellesley College
Huey-Ning Tan

Stanford University

xJeanette KalchikStanford University
Vitus TangStanford University

Kevin KishimotoStanford University
Irina TrapidoStanford University

Ingolf Kusshbz
Catherine TuohyEmmanuel College

Alexander LaoStanford University
Kevin WalkerThe University of Alabama

Joanne LearyCornell UniversityxAngela ZossDuke University

Discussion Items

Item

Who

Notes

Attendance & NotesAngela

Attendance & Notes

  • Today's attendance-taker: Linda (or substitute)
  • Today's note-takers:  Team Leads for project updates

Announcements /
Reminders

Angela

Schedule for December

  • cancelled December 26 SIG meeting, maybe December 21 development team meeting


Any new members?

  • Welcome/introductions
  • Would anyone like a buddy? Like to be a buddy?


How to find our latest recordings


(Always) Recruiting New Query Developers

  • The Reporting SIG is always on the look-out for new query developers. Please let us know if you are interested in doing query development or if there are others at your institution who might be a good fit.


Review of In-Progress Projects
Updates and Query Demonstrations from Various Reporting Related Groups and EffortsCommunity & Coordination, Reporting Subgroup Leads

Project updates

Reporting development is using small subgroups to address priorities and complete work on report queries.  Each week, these groups will share reports/queries with the Reporting SIG.  Reporting development team leads are encouraged to enter a summary of their work group activities below.

RA/UM Working Group


MM Working Group

  • Meetings are 1st Tuesday of the month, 12-1pm ET via zoom using the usual FOLIO password. Our lab sessions are open to everyone. Please bring your questions, examples, and comments about reporting and metadata. MM notes
  • We reviewed the consistency of our LDP and metaDB derived tables which is looking good.


ERM Working Group


RM Working Group


Reporting SIG Documentation Subgroup

  • Morning Glory documentation is live on https://docs.folio.org/docs/
  • Nolana documentation is in review
  • Orchid documentation will be in progress soon, and plans are underway to include beta-level documentation for Metadb
  • Additional Context
    • The Reporting SIG has representation on the Documentation Working Group, which is building end-user documentation for https://docs.folio.org/docs/ (mostly linking to existing documentation over on GitHub)


External Statistics Working Group

  • no updates currently
  • new organizational/tracking scheme for JIRA, with pointers to queries in folio-analytics repository
  • New organizational structure for External Statistics reports
    • external statistics reports (e.g., ACRL) typically require running queries from different functional reporting areas
    • these reports will be captured in JIRA under one UXPROD-XXXX report cluster issue, then the descriptions will point to each of the queries required to run them on the folio-analytics repository
    • institutions will need to rank each of these 8 new UXPROD-XXXX report cluster issues
    • each reporting development team will take responsibility for the queries in their area for the external statistics clusters


Product Council



For all recent work on FOLIO Reporting SQL development:


Discussion time
  • How to get FOLIO data without an LDP
    • If you're okay using APIs might want to try LDLite
  • Why don't all institutions get LDP?
    • EBSCO has internal analytics platform called Panorama, but it's not quite everything people need
    • Cornell has been through a learning curve with EBSCO on LDP, and things are getting better (more frequent updates, better performance)
    • have to negotiate it with them, but if they are willing to host, they should be able to now
    • it's really important that they stay on the recommended platform when they implement (LDP1 → AWS/Postgres)
    • Index Data develops the software and has offered support for other hosting providers, but that's easier if it's being hosted on the recommended platforms
  • Upcoming training
    • Cornell going to share some of their local training
    • Duke may be able to share some local recordings as well
  • Tableau dashboards at Cornell (built on LDP) are going over really well
    • they also run queries on a schedule, output Excel files, save to Box, restrict access using Box permissions
  • DBeaver vs. PGAdmin
    • Enterprise edition has some extra features like visual query builder and scheduler
Topics for Future MeetingsAll
  • How to deal with External Stats reports?
    • maybe subteam leads check in about that
    • probably wait until after Metadb conversion is more complete
  • Exploring new recruitment/onboarding strategies (e.g., buddy system)
  • More work on asynchronous collaboration, how to engage in discussions and question answering more broadly
    • consider connecting discuss.folio.org with a Slack channel, to make sure any forum topics get highlighted on Slack as well?
  • Open question: should we update FOLIO LDP1-based Reporting First Implementers Grid
  • Cleaning up our wiki pages
  • Monday, Dec 12: update on documentation of derived tables
  • Thursday, Dec 15: tips on querying date fields from Sharon and Joanne


Review and update Topics for Future Reporting SIG Meetings 





  • A test Action Item (Ingolf)